Louis Anthony Deppas

Current Employers

Employment History

• 01/1994 → 01/2017
  Legend Equities Corporation
  Amherst, NY
• 07/2011 → 09/2019
  Legend Advisory Corporation
  Palm Beach Gardens, FL
• 01/2017 → Present
  Lincoln Investment
  Lakewood, NY

Other Businesses

LOUIS A DEPPAS ENTERPRISES INC. POSITION: OWNER NATURE: INCOME TAX PREP INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2014 ADDRESS: 106 Chadwick St., Jamestown NY 14701, United States DESCRIPTION: MANAGE SOFTWARE PURCHASE AND BANK DEPOSITS LUCY DESI CENTER POSITION: OFFICER, VICE-PRESIDENT NATURE: BOARD MEMBER INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/02/2010 ADDRESS: 2 WEST THIRD ST., Jamestown NY 14701, United States DESCRIPTION: ATTEND BOARD MEETINGS CHAUTAUQUA SPORTS HALL OF FAME POSITION: BOARD MEMBER NATURE: BOARD MEMBER INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/28/2011 ADDRESS: THIRD ST., Jamestown NY 14701, United States DESCRIPTION: ATTEND BOARD MEETINGS DEPPAS INSURANCE AGENCY LLC POSITION: OWNER, BUT NOT PARTICIPATING IN OR LICENSED TO SELL P & C INSURANCE NATURE: PROPERTY-CASUALTY INSURANCE COMPANY INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2013 ADDRESS: 110 MALL BLVD STE. #2, LAKEWOOD NY 14750, United States DESCRIPTION: MONITOR ACCOUNTS, PAY BILLS, REPORT PAYROLL DEPPAS SERVICES INC POSITION: OWN AND OPERATE LEGEND GROUP OFFICE NATURE: FINANCIAL INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 160 START DATE: 10/01/2015 ADDRESS: 110 MALL BLVD STE. #1, LAKEWOOD NY 14750, United States DESCRIPTION: MANAGE MY OWN PRACTICE, MONITOR ACCOUNTS AND PAY BILLS, REPORT PAYROLL COMPLETE MEDICARE SERVICES POSITION: Owner and salesperson NATURE: Medicare plan sales INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2019 ADDRESS: 110 Mall Blvd, Lakewood NY 14750, United States DESCRIPTION: Market and sell medicare advantage and supplement plans DBA THE TAX TEAM POSITION: Owner NATURE: Income Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 110 Mall Blvd, Lakewood NY 14750, United States DESCRIPTION: Owner only. No direct participation in tax preparation. LOU & MELISSA DEPPAS CONDOMINIUM RENTAL POSITION: Co-Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 6 W. Terrace Ave., Lakewood NY 14750, United States DESCRIPTION: Just to collect and deposit rent. Chautauqua Region Community Foundation POSITION: Finance Committee Member NATURE: Non-Profit Endowment INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/28/2011 ADDRESS: 418 Spring St. Jamestown, NY 14701 United States DESCRIPTION: Attend meetings to review the investment managers performance.

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-08-11

Other Names

• Lou Deppas